Vanguard Small-Cap Value ETF shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $339k | 1.6k | 208.75 |
| 2025-06-30 | $317k | 1.6k | 195.03 |
| 2025-03-31 | $343k | 1.8k | 186.31 |
| 2024-12-31 | $358k | 1.8k | 198.18 |
| 2024-09-30 | $365k | 1.8k | 200.78 |
| 2024-06-30 | $305k | 1.7k | 182.52 |
| 2024-03-31 | $287k | 1.5k | 191.88 |
| 2023-12-31 | $277k | 1.5k | 179.97 |
| 2022-03-31 | $278k | 1.6k | 175.84 |
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